There’s a lot of confusion and many options when it comes to growing your wealth, and then protecting your wealth and family. Sometimes that confusion causes people to delay on acting. But what we’ve seen time and time again is that there is a tangible cost to waiting – waiting for conditions to change; waiting to talk about what’s possible; and waiting to act on what’s possible. You don’t have to wait to understand more, it just requires having the right conversation.
As a wealth management firm we bring comprehensive advice to high income, high net-worth business owners and professionals. We bring the information and advice necessary to make wise choices consistent with their values and principles, to achieve their personal and business financial goals. In order to do this, we use the Legacy Wealth Optimization System as a disciplined approach for financial planning.
Where most plans in the industry start and end with the “numbers”, we start and end with something different. The process is simple and direct. First, we start with what’s most important to you. Many people dive into addressing wealth and risk management issues by putting their head down and digging into the numbers. But the real starting point is to lift your gaze above the horizon and clarify what dynamics are impacting your life, what’s important to you, what do you really want to achieve, and how do you want the experience to unfold. Any activity or planning that is done without clarity around what you want, what you value, and what you’re trying to achieve, is functionally useless. We start with you, because it’s only with this in mind that we can start to jointly understand the challenges that exist.
However, with clarity for what you want and what the challenges or problems may be, we can then explore the solutions that are available, what might be possible, what actions could have the most impact and how all those opportunities will best serve your goals. Once that’s clear, we can act. There are dozens of approaches, strategies, products and financial vehicles that can be brought to the table. By doing the first steps, we can bring solutions with precision.
As wealth coaches, we know that our clients need a great plan, and we also know that action is required in order to create change. Governed by clarity, and harnessing the options that deliver the most impact, our clients act with confidence on what’s most important to their wealth creation and risk management.
With their plan in motion, we once again raise our attention to managing the future in a way that is consistent with, and that honours your objectives. We don’t do planning the way most other advisors do; we do it in a way that serves what you care about.
|An excerpt from our media files: Rob Dempster talking about how we do what we do.|